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Steel Grove Capital Advisors’s HF Sinclair DINO Stock Holding History

Steel Grove Capital Advisors’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.16M Sell
29,455
-2,595
-8% -$246K 0.28% 30
2026
Q2 		$2.23M Buy
32,050
+38
+0.1% +$2.53K 0.21% 50
2026
Q1 		$2M Buy
+32,012
New +$1.73M 0.21% 49
2018
Q3 		– Sell
-130,345
Closed -$8.92M – 315
2018
Q2 		$8.92M Sell
130,345
-22,686
-15% -$1.51M 1.43% 9
2018
Q1 		$7.48M Sell
153,031
-67,308
-31% -$3.2M 1.17% 22
2017
Q4 		$11.3M Buy
220,339
+28,758
+15% +$1.22M 1.7% 5
2017
Q3 		$6.89M Sell
191,581
-10,621
-5% -$319K 1.24% 18
2017
Q2 		$5.55M Buy
202,202
+19,004
+10% +$507K 0.99% 46
2017
Q1 		$5.19M Buy
183,198
+5,676
+3% +$166K 0.92% 44
2016
Q4 		$5.82M Sell
177,522
-4,077
-2% -$113K 1.16% 21
2016
Q3 		$4.45M Buy
+181,599
New +$4.57M 1.01% 32
2016
Q1 		– Sell
-5,341
Closed -$213K – 193
2015
Q4 		$213K Buy
5,341
+42
+0.8% +$1.99K 0.05% 178
2015
Q3 		$259K Buy
5,299
+37
+0.7% +$1.76K 0.06% 153
2015
Q2 		$225K Buy
5,262
+41
+0.8% +$1.66K 0.05% 156
2015
Q1 		$210K Buy
+5,221
New +$200K 0.05% 142
2014
Q3 		$221K Buy
5,069
+87
+2% +$4.06K 0.05% 129
2014
Q2 		$218K Buy
4,982
+84
+2% +$4.12K 0.05% 125
2014
Q1 		$233K Buy
4,898
+78
+2% +$3.69K 0.06% 123
2013
Q4 		$240K Buy
+4,820
New +$220K 0.06% 120

Other funds holding DINO

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Steel Grove Capital Advisors's DINO Position: Q3 2026 in Review

Steel Grove Capital Advisors reduced its HF Sinclair (DINO) stake by 8.1% in Q3 2026, selling an estimated $246K and leaving 29,455 shares worth $3.16M. The position accounts for 0.28% of the portfolio, ranked #30.

Steel Grove Capital Advisors first reported a position in DINO in Q4 2013 and has held it in 19 quarters since. The position peaked at $11.3M in Q4 2017. 80 funds tracked by Wall St. Rank hold DINO as of Q3 2026.

  • Steel Grove Capital Advisors held 29,455 shares of HF Sinclair worth $3.16M as of Q3 2026.
  • Steel Grove Capital Advisors sold 2,595 HF Sinclair shares in Q3 2026, an estimated $246K.
  • HF Sinclair made up 0.28% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #30 holding.
  • Steel Grove Capital Advisors first reported a position in HF Sinclair in Q4 2013 and has held it in 19 quarters since.
  • Steel Grove Capital Advisors's HF Sinclair position peaked at $11.3M in Q4 2017.
  • 80 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.